All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPY,JEPQ,GPIQ,BBHY,GPIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-10-26? to Tue 2025-07-01 YTD
Return
TRR
Price
SPY
×
+3.88%
2025-07-01
11.21 TRR
2025-07-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
−1.63%
2025-07-01
1.338 TRR
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+3.43%
2025-07-01
1.433 TRR
2025-07-01
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
BBHY
×
+1.96%
2025-07-01
1.116 TRR
2025-07-01
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund
GPIX
×
+2.27%
2025-07-01
1.378 TRR
2025-07-01
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Tue 2025-07-01 Overall
Return
Exponential
Trendline
SPY
×
+46.31%
+25.41%/yr
+15.77%/yr
(R2=0.685)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
+36.02%
+20.08%/yr
+12.69%/yr
(R2=0.615)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+43.35%
+23.89%/yr
+14.28%/yr
(R2=0.668)
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
BBHY
×
+16.12%
+9.30%/yr
+6.13%/yr
(R2=0.786)
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund
GPIX
×
+37.76%
+20.99%/yr
+13.66%/yr
(R2=0.698)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Tue 2025-07-01 Start
Value
End
Value
SPY
×
$10,000.00
2023-10-26
$14,631.06
2025-07-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$13,602.12
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
$10,000.00
2023-10-26
$14,334.50
2025-07-01
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
BBHY
×
$10,000.00
2023-10-26
$11,612.02
2025-07-01
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$13,776.11
2025-07-01
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY JEPQ GPIQ BBHY GPIX
2025 (YTD) +3.88% −1.63% +3.43% +1.96% +2.27%
2024 +21.39% +21.39% +19.75% +4.81% +18.35%
2023 +22.09% +31.83% +15.73% +8.34% +13.81%
2022 −23.14% −15.02% −15.80%
2021 +20.26% −2.94%
2020 +16.74% +3.94%
2019 +28.29% +11.80%
2018 −6.36% −4.33%
2017 +19.19% +4.35%
2016 +9.73% +1.71%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.36%
2009 +23.01%
2008 −36.86%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.20%
2003 +25.81%
2002 −23.40%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.66%
1997 +31.24%
1996 +18.55%
1995 +34.64%
1994 −2.22%
1993 +6.30%

Drawdowns

Thu 2023-10-26? to Tue 2025-07-01 Current
Drawdown
Worst
Drawdown
SPY
×
−0.04% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
JEPQ
×
−5.05% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
−1.41% −21.40%
2025-04-08
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund
BBHY
×
−0.54% −5.28%
2025-04-08
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund
GPIX
×
−0.88% −17.87%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund